The record starts accreting with the next priced report.
2-quarter memory
Intraday
No intraday reading yet this session.
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
KEX kept 9.74% of Q2 FY2026 revenue as profit. Revenue +9.28% on Q1 FY2026, +7.83% on Q2 FY2025.
Revenue
$922M▲ +9.28% q/q
Gross profit
$291M▲ +1.83% q/q
31.53% margin
Cost of revenue
$632M▲ +13.08% q/q
Operating income
$122M▲ +13.64% q/q
13.27% margin
Operating expenses
$168M▼ −5.31% q/q
SG&A $89M
Depreciation $70M
Other operating $10M
Pre-tax income
$118M▲ +13.09% q/q
Net income
$90M▲ +10.42% q/q
9.74% margin
Tax
$29M▲ +22.38% q/q
Other expense
$4M
Revenue$922M
Gross profit$291M31.53%
Operating income$122M13.27%
Pre-tax income$118M
Net income$90M9.74%
Cost of revenue
$632M · 68.47%
Operating expenses
$168M · 18.26%
Tax
$29M · 3.10%
Other expense leaves
$4M · 0.43%
Standardized lines from KEX’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
103
0%
Sep 18
2d
0%
439
0
first
Oct 16
30d
0%
2
11
0%
Dec 18
93d
▲ 1%
191
putscalls
Event sensitivity
release-day history · not a forecast
PCEpersonal income & outlays1.8×up 10 of 17±2.3% vs ±1.3% · 17
FOMCrate decision1.7×up 13 of 24±2.2% vs ±1.3% · 24
CPIconsumer prices1.4×up 4 of 9±1.7% vs ±1.3% · 9
PPIproducer prices1.1×up 6 of 9±1.4% vs ±1.3% · 9
GDPgross domestic product0.9×up 12 of 17±1.2% vs ±1.3% · 17
NFPjobs report0.8×up 2 of 8±1.1% vs ±1.3% · 8
CPROFcorporate profits0.8×up 6 of 10±1.0% vs ±1.3% · 10
How KEX has moved on past release days against its ordinary ±1.3% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.